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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,918 | $117,895-65.3% | $102,460-60.1% | $145,897-72.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 0.45% | 31.92%-31.5pp | 29.47%-29.0pp | 552.29%-551.8pp |
| Employer contribution / active EE | $3,598 | $3,619-0.6% | $3,025+18.9% | $4,663-22.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $81 | $13,353-99.4% | $9,460-99.1% | $13,390-99.4% |